Investor Kit Wednesday, 14 February 2018

BRP - 009

Top New s PSX Data Portfolio Buy Sell Net A long-running case filed by pensioners from MCB Bank, KSE30 KSE100 KSE ALL FIPI USDmn Habib Bank, United Bank and Allied Bank--the country's Close (Curr.) 21,791 43,690 31,567 13-Feb-18 4.9 (11.9) (6.99) largest scheduled banks-- finally saw their case conclude Close (Prev.) 21,688 43,515 31,480 MTD 58.3 (86.2) (27.9) in the Supreme Court on Tuesday. https://w w w .daw n.com/new s/1389249/bank-pensioners- Chg 103 175 88 CYTD 389.9 (332.1) 57.8 get-meagre-relief-from-apex-court % Chg 0.5% 0.4% 0.3% Foreign Ind. 0.0 (0.0) 0.03 CYTD 7.8% 8.0% 6.0% Foreign Corp. 1.9 (9.1) (7.3) A government's proposal to eliminate subsidy on urea is FYTD -10.1% -6.2% -2.9% Overseas Pak 3.0 (2.7) 0.24 likely to offset the benefit of a three percent reduction in Volume (mn) 62 204 LIPI USDmn sales tax on the key agriculture input, industry officials Value Trade (PKRmn) 4,560 7,565 Individuals 58.25 (54.52) 3.73 said on Tuesday. https://w w w .thenew s.com.pk/print/280642-urea-subsidy- Market Cap (USDbn) 69.7 82.9 Companies 3.59 (2.14) 1.45 elimination-likely-to-offset-tax-incentive Vol Leaders Banks/DFIs 1.57 (3.08) (1.50) Scrip Price Chg Vol NBFC 0.0 (0.1) (0.12)

A major basmati rice exporting entity, Matco Foods Ltd, TRG 38.8 (0.4) 11.5 Mutual Fund 6.4 (4.5) 1.84 started trading on the Pakistan Stock Exchange (PSX) on PAEL 57.8 0.4 4.1 Other Org. 1.4 (1.6) (0.18) Tuesday.https://w w w .daw n.com/new s/1389246/matco- PIBTL 18.6 1.0 4.0 Broker Prop. Tr. 9.8 (10.6) (0.83) begins-trading-on-psx BOP 9.6 (0.0) 3.4 Insur. Comp. 3.7 (1.1) 2.60 KEL 6.6 (0.1) 3.2 Future Mari Petroleum Company Limited (MPCL) and Kuw ait Top Gainers Scrip Price Chg Vol Foreign Petroleum Exploration Company (KUFPEC) Scrip Price Chg Chg % TRG-FEB 38.9 (0.4) 13.0 Tuesday announced a strategic cooperation initiative for PIBTL 18.6 1.0 5.7% EPCL-FEB 28.5 0.9 5.1 evaluating future potential business opportunities in local and international upstream exploration and NCPL 34.1 1.6 5.0% LOTCHEM-FEB 9.2 0.0 3.4 production.https://fp.brecorder.com/2018/02/20180214343 HBL 197.8 6.3 3.3% PAEL-FEB 58.0 0.3 3.2 718/ HMB 39.3 1.3 3.3% DGKC-FEB 148.4 (3.0) 3.0 BAFL 48.5 1.3 2.7% Fixed Income Top Losers PIBs 03-yr 05-yr 10-yr Scrip Price Chg Chg % Last 7.00% 8.00% 8.30% JGICL 82.9 (4.4) -5.0% Previous 7.63% 8.17% 8.57% JLICL 725.0 (20.0) -2.7% Change (bps) (63.00) (17.00) (27.00) EFOODS 88.2 (1.9) -2.1% KIBOR 03-m 06-m 12-m HASCOL 274.2 (5.8) -2.1% Last 6.36% 6.43% 6.73% DGKC 147.8 (3.0) -2.0% Previous 6.36% 6.43% 6.74% Upcoming Events/BoD meetings Settled Change (bps) - - (1.00) Company Date Time Place Agenda Scrip Price Vol Settled USDPKR Buy Sell Bank Al Habib Limited 14-Feb 12:00 KHI CY17 ANL 18.9 5.9 42.1% Open Market 110.30 110.50 Meezan Bank Limited 14-Feb 10:00 KHI CY17 TRG 38.8 3.0 20.4% Inter bank 110.46 110.64 Pak. Telecom. Co. Ltd. 14-Feb 2:00 ISL CY17 LOTCHEM 9.1 4.4 36.7% Commodities Rafhan Maize Pro. Ltd 14-Feb 12:00 UK CY17 ASL 21.6 3.1 29.1% Local Current Previous Chg % EFU General Insurance 14-Feb 12:30 KHI CY17 AGL 6.8 4.1 44.0% Cement(bag) 525.0 529.0 -0.76% EFU Life Assurance Ltd 14-Feb 11:00 KHI CY17 Regional Urea (bag) 1,413.0 1,414.0 -0.07% Bank Al Habib Limited 14-Feb 12:00 KHI CY17 Exchange Index Chg % CYTD FO (M/T) 67,051.9 67,052.4 0.00% Maple Leaf Cement 15-Feb 3:00 LHR 2QFY18 BSE Sensex 30 34,300 0.9% 0.7% Cotton 7,145.0 7,245.0 -1.38% MCB Bank Limited 15-Feb 11:00 LHR CY17 SHANGHAI SE 3,185 1.0% -3.7% International Current Previous Chg % Jubilee Life Insurance 15-Feb 10:00 KHI CY17 HangSeng 29,840 1.3% -0.3% WTI(bbl) 63.44 62.78 1.05% Shezan Intern. Limited 15-Feb 11:00 KHI 2QFY18 PSEi 8,570 1.0% 0.1% Brent (bbl) 63.38 62.79 0.94% Maple Leaf Cement Factory15-Feb Ltd 15:00 LHR 1HFY18 Taiw an Taiex 10,421 0.5% -2.1% Arab Light 63.22 63.44 -0.35% Habib Metro Bank Ltd 16-Feb 15:00 KHI CY17 Vietnam Index 1,060 1.7% 7.7% Coal(USD) 88.30 88.40 -0.11% Amreli Steels Limited 17-Feb 10:00 KHI 1HFY18 Thai Stock Exh 1,800 0.0% 2.6% Gold(Oz) 1,317.23 1,318.76 -0.12% The Hub Pow er Com 19-Feb 10:00 KHI 1HFY18 Jakarta Stock Exh 6,578 0.8% 3.5% KSE100 - 3M Performance Ferozsons Lab Ltd 19-Feb 14:00 LHR 1HFY18 Korea Stock Exh 2,395 0.4% -2.9% Vol. (mn) RS KSE100 Index Fauji Cement Co. Ltd. 19-Feb 10:30 RWL 2QFY18 Market Multiples 46,000 400 350 Pak. Tobacco Co. Ltd. 20-Feb 2:00 ISL CY17 Exchange P/E P/B DY 44,000 300 Indus Motor Co. Limited 23-Feb 10:00 KHI 2QFY18 KSE100 9.58 1.60 5.6 42,000 250 40,000 200 Kott Addu Pow er Co. 23-Feb 10:00 LHR 2QFY18 SHANGHAI SE 12.40 1.73 2.3 38,000 150 HangSeng 11.64 1.40 3.4 100 36,000 IGI Research PSEi 18.75 2.51 1.5 50 34,000 0

[email protected] Taiw an Taiex 13.38 1.71 4.2 9-Jan

UAN: (+92-21) 111-444-001 | (+92-21) 111-234-234 Vietnam Index 18.79 2.98 1.6 6-Feb

23-Jan

14-Nov 26-Dec 28-Nov 12-Dec IGI Finex Securities Limited BSE Sensex 30 22.30 3.15 1.3

www.jamapunji.pk BRP - 009

Contact Details Research Team Saad Khan Head of Research Tel: (+92-21) 111-234-234 Ext: 810 [email protected] Abdullah Farhan Senior Analyst Tel: (+92-21) 111-234-234 Ext: 912 [email protected] Syed Daniyal Adil Research Analyst Tel: (+92-21) 111-234-234 Ext: 973 [email protected] Suleman Ashraf Research Analyst Tel: (+92-21) 111-234-234 Ext: 957 [email protected] Muhammad Saad Research Analyst Tel: (+92-21) 111-234-234 Ext: 816 [email protected] Tanweer Kabeer Research/Fund Select Tel: (+92-21) 111-234-234 Ext: 966 [email protected] Umesh Solanki Database Manager Tel: (+92-21) 111-234-234 Ext: 974 [email protected]

Equity Sales Faisal Jawed Khan Head of Equities Tel: (+92-21) 35301779 [email protected] Zaeem Haider Khan Regional Head (North) Tel: (+92-42) 35777863-70 [email protected] Muhammad Naveed Regional Manager (Islamabad & Upper North) Tel: (+92-51) 2604861-62 [email protected] Ejaz Rana Regional Manager (Faisalabad) Tel: (+92-41) 2540843-45 [email protected] Asif Saleem Branch Manager (RY Khan) Tel: (+92-68) 5871652-56 [email protected] Mehtab Ali Branch Manager (Multan) Tel: (+92-61) 4512003 [email protected] Zeeshan Kayani Branch Manager (Abbottabad) Tel: (+92-992) 408243-44 [email protected] Ihsan Mohammad Branch Manager (Peshawar) Tel: (92-91) 5253035 [email protected]

IGI Finex Securities Limited Lahore Office Islamabad Office Trading Rights Entitlement Certificate (TREC) Holder of 5-F.C.C. Ground Floor, Syed Maratib Ali Road, Mezzanine Floor, Office 5, 6 & 7, Kashmir Plaza, Pakistan Stock Exchange Limited | Gulberg II, Lahore Block- B, Jinnah Avenue, Blue Area, Islamabad Corporate member of Pakistan Mercantile Exchange Limited Tel: (+92-42) 35777863-70, 35876075-76 Tel: (+92-51) 2604861-2, 2604864, 2273439 Fax: (+92-42) 35763542 Fax: (+92-51) 2273861 Faisalabad Office Rahim Yar Khan Office Head Office Room #: 515-516, 5th Floor, State Life Plot # 12, Basement of Khalid Market, Suite No 701-713, 7th Floor, The Forum, G-20, Building, 2- Liaqat Road, Faisalabad Model Town, Town Hall Road, Rahim Yar Khan Khayaban-e-Jami Block-09, Clifton, Karachi-75600 Tel: (+92-41) 2540843-45 Tel: (+92-68) 5871653-6, 5871652 UAN: (+92-21) 111-444-001 | (+92-21) 111-234-234 Fax: (+92-41) 2540815 Fax: (+92-68) 5871651 Fax: (+92-21) 35309169, 35301780 Multan Office Abbottabad Office Website: www.igisecurities.com.pk Mezzanine Floor, Abdali Tower, Ground Floor, Al Fatah Shoppinig Center , Opp. Radio Stock Exchange Office Abdali Road, Multan Station, Mansehra Road, Abbottabad Room # 719, 7th Floor, PSX Building, Stock Exchange Road, Karachi. Tel: (92-992) 408243 - 44 Tel: (+92-99) 2408243 - 44 Tel: (+92-21) 32429613-4, 32462651-2 , Fax: (+92-21) 32429607 Peshawar Office Sialkot Office 2nd Floor, The Mall Tower, Suite No. 10 & 11, 1st Floor, Soni Square, 35 The Mall Peshawar Cantt. Mubarik Pura, Sialkot. Tel: (92-91) 5253035, 5278448 Tel: (+92-52) 3258437, 3258762